#16 Building the World’s Best Team to Serve UHNW Clients w/ Scott Tobe, CEO, Signature Financial Planning
Ultra High Net Worth Clients with Chris Brodhead
English - December 06, 2023 00:12 - 36 minutes - 42.9 MB - ★★★★★ - 58 ratingsFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Scott Tobe (https://signaturefp.com/) is the Chief Executive Officer of Signature Financial Planning. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals.
In this episode, Scott and Chris discuss:
1- The evolution and focus of signature financial planning,
2- Scott's client service philosophy
3- The importance of team-based financial advising
4- Finding and retaining high-net-worth clients
LinkedIn: https://www.linkedin.com/in/scotttobe-sfp/
Website: https://signaturefp.com/
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.